Legislation
ICI Letter Supporting Three Bipartisan Amendments to Help Americans Save for Retirement
March 5, 2024—The Investment Company Institute (ICI) expresses our strong support for three...
ICI Statement for the Education and Workforce Subcommittee Hearing on “Protecting American Savers and Retirees from DOL’s Regulatory Overreach”
February 15, 2024—ICI is pleased to provide this statement regarding the US Department of Labor’s (...
ICI Applauds House Committee Passage of Key Legislation
ICI President and CEO Eric Pan released the following statement on the House Financial Services...
ICI Comment Letter to Treasury and IRS on SECURE 2.0 Act Priority Issues
The Investment Company Institute writes to request immediate guidance and relief relating to certain...
Savers Remain Focused on Retirement Goals Through Market Turbulence
US households felt the sting of high inflation in 2022. Sharp increases in consumer prices led to...
ICI Applauds House Passage of Bill to Protect Seniors
ICI President and CEO Eric Pan applauded the House of Representatives’ passage of H.R. 500, the...
ICI Applauds Passage of the SECURE 2.0 Act
ICI thanks the members of the House and Senate for their commitment to Americans’ retirement...
ICI Applauds Senate Finance Committee Passage of EARN Act
ICI applauded the Enhancing American Retirement Now (EARN) Act’s unanimous passage in the Senate...
ICI Comment Letter on Proposed Changes to Form 5500 (pdf)
Congress Should Continue Updating the Retirement System
The Investment Company Institute, which represents the global regulated fund industry, supports...
ICI Commends Bipartisan Bill to Strengthen America’s Retirement System; Urges Swift Passage
Investment Company Institute (ICI) Deputy General Counsel for Retirement Policy David Abbey issued...
ICI Statement for House Ways and Means Committee on Tax Reform and Tax-Favored Retirement Accounts (pdf)
Oral Statement on Enhancing Retirement Security: Examining Proposals to Simplify and Modernize Retirement Plan Administration
Enhancing Retirement Security: Examining Proposals to Simplify and Modernize Retirement Plan...
The Myth of Under-Annuitization: Managing Income and Assets in Retirement (pdf)
ICI Commends House Ways and Means Committee on Passage of Major Retirement Legislation
ICI Commends House Ways and Means Committee on Passage of Major Retirement Legislation Washington...
ICI Applauds Senate Vote to Restore Consumer Protections for Proposed Municipal-Run Retirement Plans
ICI Applauds Senate Vote to Restore Consumer Protections for Proposed Municipal-Run Retirement Plans...
ICI Applauds House Vote to Restore Consumer Protections for Retirement Savers
ICI Applauds House Vote to Restore Consumer Protections for Retirement Savers Washington, DC...
ICI Applauds Committee Passage of Open MEP Provision to Help Small Employers Offer Retirement Plans
ICI Applauds Committee Passage of Open MEP Provision to Help Small Employers Offer Retirement Plans...
ICI Urges Governor Brown to Carefully Examine Legal and Economic Risks of "Secure Choice" Retirement Program
ICI Urges Governor Brown to Carefully Examine Legal and Economic Risks of “Secure Choice” Retirement...
ICI Urges Congress to Reject DOL Fiduciary Rule
ICI Urges Congress to Reject DOL Fiduciary Rule Lawmakers Should Advance Bipartisan Bills to Set a...
ICI Comments on Colorado Secure Savings Plan, House Bill 16-1403 (pdf)
ICI Letter to California Officials Urging Delay on ‘Secure Choice’ Retirement Plan (pdf)
ICI Calls on California Officials to Delay Action on ‘Secure Choice’ Retirement Plan
ICI Calls on California Officials to Delay Action on ‘Secure Choice’ Retirement Plan Consultants’...
ICI Comments on Department of Labor Proposal on Savings Arrangements Established by States for Non-Governmental Employees (pdf)
Bipartisan Legislation Would Set New, Consumer-Focused Best-Interest Standard to Protect Individual Savers
Bipartisan Legislation Would Set New, Consumer-Focused Best-Interest Standard to Protect Individual...
ICI Comment on President Obama’s Budget Proposals That Would Harm Savings
ICI Comment on President Obama’s Budget Proposals That Would Harm Savings Washington, DC, February 2...
ICI Submission to House Ways and Means Working Group on Pensions/Retirement (pdf)
ICI Issues Statement on President’s Budget Proposal
ICI Issues Statement on President’s Budget Proposal Leaders Must Address Taxes, Spending Without...
ICI Supports Senate Budget Amendments to Protect Retirement Savings Tax Incentives
ICI Supports Senate Budget Amendments to Protect Retirement Savings Tax Incentives Washington, DC...
ICI Letter to House on Lifetime Income Disclosure (pdf)
ICI Letter to Senate on Lifetime Income Disclosure (pdf)
ICI Statement on House Approval of Regulated Investment Company Modernization Act
ICI Statement on House Approval of Regulated Investment Company Modernization Act Washington, DC...
ICI Statement on Administration Retirement Savings Measures
ICI Statement on Administration Retirement Savings Measures Washington, DC, September 8, 2009 -...
MoneyVoices: ICI's Stevens Backs Rival 401(k) Fee Bill
MoneyVoices: ICI's Stevens Backs Rival 401(k) Fee Bill by Paul Schott Stevens (as published in the...
ICI: More Work Needed to Achieve Useful 401(k) Reform
ICI: More Work Needed to Achieve Useful 401(k) Reform Washington, DC, June 24, 2009 - ICI President...
ICI Proposes Disclosure Principles for Target Date Funds
ICI Proposes Disclosure Principles for Target Date Funds Information Is Designed to Enhance Investor...
ICI Supports Bipartisan Bill Allowing Investors to Build Retirement and Personal Savings
ICI Supports Bipartisan Bill That Allows Investors to Build Retirement and Personal Savings...
ICI Applauds Congress for Extending 15 Percent Tax Rate on Capital Gains and Dividends To Encourage Savings and Investment, May 2006
ICI Applauds Congress for Extending 15 Percent Tax Rate on Capital Gains and Dividends To Encourage...